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Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is experiencing heightened volatility and significant selling pressure, with community sentiment deeply polarized between investors viewing the recent decline as a forced liquidation event and those identifying a generational buying opportunity. The ongoing debate centers on the sustainability of Saylor's BTC-accumulation strategy, the burden of rising dividend obligations from preferred securities, and the stock's weakening correlation with Bitcoin price action.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is experiencing significant volatility driven by index reconstitution selling and a specific pause in a Wyoming data center project, causing investors to weigh these temporary headwinds against the company's long-term role in AI power infrastructure. The community remains largely polarized, with many using the sharp price pullback as a high-conviction buying opportunity while others express caution regarding valuation sustainability and recent technical breakdowns.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is experiencing intense trading volume and volatility as investors actively debate the company's valuation, potential takeover rumors, and the upcoming annual meeting. Community sentiment is sharply divided between those calling for leadership changes due to prolonged price pressure and others highlighting the company's established commercial portfolio and late-stage pipeline as catalysts for a long-term recovery.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as investors monitor reports of a potential Japanese delegation visiting Greenland to evaluate rare earth opportunities, fueling hopes for strategic partnerships that could bypass Chinese supply chains. While the community remains divided on the pace of project development and communication, many shareholders are highlighting the stock's long-term potential as a critical component of Western defense and industrial supply independence.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors engage in a heated debate over whether the stock will graduate to the Russell 1000 index, with many bullish traders betting on forced institutional buying while skeptics warn of potential short-driven volatility. Community conversation is dominated by high-conviction longs anticipating a massive squeeze and long-term breakthroughs in oncology, countering persistent short-seller pressure.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is facing intense scrutiny as investors weigh the trade-offs of massive AI capital expenditures against near-term growth, with community discourse divided between those betting on long-term cloud infrastructure dominance and those frustrated by recent technical weakness. While sentiment remains volatile, recent data regarding robust Prime Day engagement and expansion in India is fueling ongoing debate about the company's ability to balance record-level investments with operational efficiency.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as investors digest the announcement of a late July FDA Advisory Committee meeting for Deramiocel, alongside new five-year data highlighting the therapy's durability. While some community members express concern over the potential for added volatility or delays, the majority of the discussion remains bullish, focusing on the FDA's shift toward increased transparency and the company's strong clinical evidence as catalysts for an imminent approval.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is experiencing heightened trading volatility and community debate following the unexpected departure of a key executive and the announcement of new robotaxi partnerships and cost-cutting measures. Investors are closely monitoring the stock's heavy short interest and institutional activity while debating whether recent operational shifts signal a long-term turnaround or continued financial pressure.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is rallying behind significant momentum fueled by positive subcutaneous clinical data and mounting community speculation surrounding potential M&A activity. Investors are actively discussing the stock's strong relative performance and potential for a breakout, while closely watching the heavy short interest as a catalyst for a possible squeeze.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund (USO) is experiencing high volatility as traders react to conflicting reports regarding the status of the Strait of Hormuz and ongoing U.S.-Iran negotiations. The community is deeply divided between those betting on a rapid supply-driven price crash following potential de-escalation and those anticipating further spikes due to persistent geopolitical instability and tight energy inventories.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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Microsoft Corporation

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Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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